S+H Technology Services

Requirements:

• A Library created to hold documents within SharePoint/OneDrive
• A S+H account with Owner permissions to the Library

Overview:

Smith + Howard uses Libraries from SharePoint Sites to host certain documents and files. 

• Libraries allow for easy access control - S+H members assigned as owner can manage granular access to specific folders and files
  
• Libraries can be synchronized to the OneDrive section within Windows File Explorer, allowing easy access

S+H staff are assigned one of two roles for access to a Libary:

• Owners - will have permission to add new users as Owners or Editors
• Editors - will have permission to access the library and edit documents

Adding the Library to the OneDrive within Windows File Explorer:

To add the Library to OneDrive within File Explorer

1. Visit the Library’s web page
2. Click the “Add shortcut to OneDrive” button in the menu at the top of the page

Restricting access to a folder or document within the Library:

 If a particular folder or document within the library needs to be restricted to a subset of the the Library's users, an Owner of the Library can follow these steps:

1. Select the “…”/Three-dots-context-menu-button and then click “Manage access” for the folder or document being restricted

2. Remove Library’s Editors and other groups that should not have access

3. Click the Groups tab

4. Click the Editors group

5. Expand the “Ways this group has access”

6. Select “No direct access” and click Apply

7. Confirm the removal by clicking “Remove” on the next screen

8. Repeat to remove any groups other than Site or Library Owners groups

9. Add the new users or groups

10. Click “Share” button

11. Enter the information for the users or groups to add

12. Click to give an appropriate level

13. Add a message or copy the link as needed

14. Apply the settings or Send